Articles
Case list and board
Case list and board Goal. Find cases with the list filters, read the traffic light and the...
Creating a case
Creating a case Goal. Open a case for a client with its service, responsible person, forms and...
Intake by link
Intake by link Goal. Send the client a link to fill in the details of a case form and receive...
Lock, closing, archiving and deleting cases
Lock, closing, archiving and deleting cases Goal. Understand the lock that prevents working a...
The case page, its checklist and its documents
The case page, its checklist and its documents Goal. Work a case from its page: change the...
